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  • White Paper

    Celebrating 20 Years of eSignature Innovation

    June 2020 marked the 20th anniversary of the Electronic Signature in Global and National Commerce (ESIGN) Act in the U.S. This legislation...
  • Case Study

    Santander

  • Case Study

    Sierra Pacific Mortgage

  • White Paper

    Accelerate Institutional Onboarding with DocuSign

    Onboarding a new client is the heart of a customer’s first experience with your firm as a “customer” rather than a “prospect” and is therefore a...
  • White Paper

    The State of Systems of Agreement, 2019: A Spotlight on Financial Services and Insurance

    KEY FINDINGS FSI companies still rely heavily on manual processes. Thirty-six percent of companies say they are still using pen and paper for at...
  • White Paper

    The Wealth Management Guide to Digitization

    There are rapidly evolving trends in wealth management. Are manual, paper-based agreement processes holding your firm back? The wealth management...
  • White Paper

    The Digital Banking Roadmap for Credit Unions

    Credit unions rely on exceptional customer service and word-of-mouth recommendations to attract new members. But with an abundance of banking options...
  • On-Demand Webinar

    Europe’s data privacy rules: What U.S. bankers need to know

    Any bank that serves one European customer has to comply with the strict rules of the European Union’s General Data Protection Regulation. This means...
  • On-Demand Webinar

    How to Accelerate Digital Transformation of the Customer Experience

    Practical Tips for Improving Digital Account Opening & Service Customers expect to be able to engage 24/7 with you via any channel, from the web...
  • On-Demand Webinar

    Are You Ready for the Department of Labor (DOL) Fiduciary Rule?

    The financial services industry is becoming increasingly regulated – requiring firms to often overhaul their compliance and security procedures to...
  • White Paper

    DocuSign’s Four Key Benefits for Credit Unions

    Credit unions must embrace digital touchpoints to remain competitive or risk going out of business. Today’s consumers are increasingly interested in...
  • On-Demand Webinar

    Best Practices in Mortgage Lending: Go paperless to delight customers

    Old habits die hard if you still rely on paper-based transactions to manage your mortgage business. And you are missing out on the opportunity to...
  • Case Study

    Merriman Partners with its Custodians to Service Clients Better

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